Q: Let's back to the future now because we're in the middle of this electric car revolution that's creating a major shift in demand and supply in commodities for things like Lithium and Cobalt. So, is that kind of thematic investment that you're looking at and how is the best way to play it?
A: Well, yes the problem with those two that
you mentioned are that there's no public
market. You know, there's plenty of
futures in Zinc and Copper but there's not
futures in Lithium and Cobalt. So you
have to be in the mines or buy the stuff
itself which is not so easy for most
people, including me. I had an
interest in a company which had lithium mines but at the moment I have
nothing.
Further reading:
"Stock Market: The Trump Put"
Further reading:
"Stock Market: The Trump Put"
"The Coming Recession Will Be Bearish For Bonds"
